See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,558 | $55,415-90.0% | $155,509-96.4% | $74,495-92.5% |
| Participation rate | 41.6% | 61.9%-20.3pp | 78.2%-36.6pp | 67.2%-25.6pp |
| Annual return | 6.25% | 268.50%-262.2pp | 64.67%-58.4pp | 1364.94%-1358.7pp |
| Employer contribution / active EE | $491 | $2,267-78.3% | $4,672-89.5% | $2,623-81.3% |
| Participant deferral / active EE | $536 | $2,836-81.1% | $5,626-90.5% | $4,346-87.7% |
| Admin fee / account holder | $1,274 | $1,738-26.7% | $15,912-92.0% | $1,942-34.4% |